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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-03 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 Kelly Way, Sparks, MD 21152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 09/2024 | Present |
| Kelly Benefits | Sparks | MD | 01/2024 | Present |
| Fellowship Of Christian Athletes | Towson | MD | 01/2019 | 01/2024 |
| Palm Beach Athantic University | West Palm Beach | FL | 08/2018 | 05/2019 |
| Unemployed | Towson | MD | 05/2018 | 07/2018 |
| Mcdaniel College | Westminster | MD | 05/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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